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Adam Tkaczuk Profile picture
Adam Tkaczuk
@Adam_Tkaczuk
I've Secured $500MM Of Tax Credit Equity For Projects. Principal: https://t.co/b0TD44zGUb Partner: https://t.co/d4EdYzbf1t
Oct 16, 2021 • 9 tweets • 2 min read
How to obtain New Markets Tax Credits (#NMTC) for your MIXED-USE real estate project.

These can subsidize 15% to 20% of your project's cost.

Background thread: You'll need to check the following boxes:

1. Location
2. Community Benefit
3. Financing
4. Secure the Tax Credits
Oct 12, 2021 • 11 tweets • 3 min read
New Markets Tax Credits for Dummies (#NMTC)

These tax credits (which are sold for cash) can subsidize 15%-20% of a project's budget

Qualifying projects must be in low income areas and provide a benefit to the community (housing, jobs, healthcare, education, food access etc.) Here's what the process looks like: Image
Jun 2, 2021 • 6 tweets • 2 min read
Buying a business? You can reduce the cost of an earn out by up to 40% by minimizing, shifting, or deferring the tax burden.

NEW thoughts on Strategy #4 from my white paper "8 Ways to Minimize Taxes When Selling a Business"

Link:sterlingpointcapital.com/wp-content/upl…

👇👇👇 2/ Strategy #4 is an earn out option where the Seller sets up a consulting company and provides some scope of services to the Buyer's new business. In return they receive business income that can be tax sheltered using a Solo 401(K) or a Defined Benefit Pension program.
Feb 1, 2021 • 4 tweets • 1 min read
Employee Retention Tax Credit (ERTC)

Value: $7K/Employee/Quarter from March 2019 to Q2 2021 (the first 70% of wages paid to each employee up to $10K/Quarter)

How to Qualify (Option 1): Revenues in a qualifying quarter must be 20% less than the corresponding quarter in prior yr. How to Qualify (Option 2): Have a business that "is fully or partially suspended during the calendar quarter due to orders from an appropriate governmental authority limiting commerce, travel, or group meetings (for commercial, social, religious, or other purposes) due to" C19
Feb 1, 2021 • 5 tweets • 1 min read
What's the most tax efficient way to sell a business?

If you're burned out or want to cash out, here's how to exit a business without paying taxes:

Don't Sell Install competent management who can do the work of running the business for you.

Then you can then take that summer off you've wanted for years.

Or you can stay involved, doing only what you enjoy.

But what if you want to cash out?
Dec 17, 2020 • 12 tweets • 2 min read
"How Real Estate Developers Subsidize 10% to 30% of Their Projects"

This is how my real estate clients put deals together using tax credits.

My first ever Twitter thread... 👇 I'll be discussing:

Turning Tax Credits (TC) into cash at closing
Brownfield TCs
New Markets TCs
Low Income Housing TCs
Historic TCs
Tax Increment Financing
Building out the capital stack